SAM
Soviero Asset Management’s UiPath PATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 60 |
|
|
2025
Q1 | – | Sell |
-70,000
| Closed | -$890K | – | 59 |
|
|
2024
Q4 | $890K | Buy |
+70,000
| New | +$890K | 0.56% | 43 |
|
|
2024
Q2 | – | Sell |
-210,000
| Closed | -$4.76M | – | 48 |
|
|
2024
Q1 | $4.76M | Sell |
210,000
-20,000
| -9% | -$453K | 2.76% | 11 |
|
|
2023
Q4 | $5.71M | Sell |
230,000
-20,000
| -8% | -$497K | 2.79% | 12 |
|
|
2023
Q3 | $4.28M | Sell |
250,000
-90,000
| -26% | -$1.54M | 2.78% | 16 |
|
|
2023
Q2 | $5.63M | Sell |
340,000
-120,000
| -26% | -$1.99M | 2.8% | 15 |
|
|
2023
Q1 | $8.08M | Buy |
+460,000
| New | +$8.08M | 4.1% | 5 |
|